Using Status Codes and Work Types
Status Codes and Work Types are helpful in organizing Estimates and Repair Orders.
- Status Codes are used to place Repair Orders in the correct Work In Progress container, color code the schedule, and identify the status of the Estimate or Repair Order.
- Example: Awaiting Inspection, Waiting on Parts, Work Complete.
- Work Types are used to color code the schedule and identify the job type of the Estimate or Repair Order on both the Work document and in the WIP details.
- Example: Diagnostic, General Repair, Smog.
Adding Status Codes to a Work Document
- If you haven't already, set up the Status Codes.
- On the Work document, select an option from the Status drop-down menu.
- Choose one of the following:
- On the Repair Order, click Update R/O.
- On the Estimate, click Estimate.
Adding Work Types to a Work Document
- If you haven't already, set up the Work Types.
- On the Work document, select an option from the Work Type drop-down menu.
- Choose one of the following:
- On the Repair Order, click Update R/O.
- On the Estimate, click Estimates.